Lori Wathen

Lori Wathen serves as the Director of Operations at United Capital Financial Advisers, LLC since December 2017, while also holding the position of Business Operations Manager at Goldman Sachs Personal Financial Management since 2018. Lori has been with United Capital Financial Advisors, LLC since January 2008 in various roles, including Business Operations Manager, and has extensive experience at Payne Wealth Partners as a Client Services Specialist since 2007. In these positions, Lori is recognized for managing day-to-day tasks, including client account management and administrative support, contributing significantly to operational efficiency. Lori holds a Bachelor of Applied Science in Business, Management, Marketing, and Related Support Services from the University of Southern Indiana.